Legacy

Congregation B’nai Israel is proud to present a new program:

L’DOR V’DOR

From Generation To Generation

PLANNED GIVING TO THE CBI ENDOWMENT

CBI is led and governed by a volunteer Board of Directors whose members devote significant time and energy to ensuring that our synagogue is run efficiently and cost-effectively. We have an endowment fund of relatively recent vintage which, while not large, has grown at a steady rate. It provides a regular, modest stream of income to the synagogue’s annual operating budget. However, ever-rising costs, particularly of fixed expenses such as insurance and utilities, and the escalating demands of our aging building, have inevitably led to significant increases in dues. A larger endowment will produce more revenue for CBI, thus keeping membership affordable. More endowment revenue will allow for continued and enhanced programming that attracts new members and engages existing members and will make it easier to maintain our synagogue in both a physical and a metaphysical sense.

We are now able to offer several exciting options for supporters of Congregation B’nai Israel to make gifts to the endowment. These plans include significant tax advantages, and can provide substantial income to the donor. Our goal is to ensure the continued excellence of CBI as a spiritual, educational, and loving place, now and for generations to come.

HOW TO DO GOOD—AND DO WELL—ALL AT THE SAME TIME

*Some of these options have restrictions relating to age of the donor and timing; the simplest are the first three. The Community Foundation of Western Massachusetts will provide professional management in those cases in which trusts or annuities are involved.